Cowan Financial Group is looking to partner with experienced financial professionals with at least 5 years of work experience and expertise in client relations, preferably securities licensed, who will be able to go the extra mile to ensure customer satisfaction and success.
Cowan Financial offers:
- A comprehensive suite of technology solutions – including RedTail Technologies and Black Diamond.
- A dedicated public relations team to help target local markets, as well as, gain national media exposure.
- A turn-key back office support staff, making workflow easier, allowing our advisors to focus solely on client relationships.
- Access to our proprietary Asset Track Program
- Our firm has the technology solutions, compliance services and custodian relationships you need to spend more time with your clients and less time managing your operation.
- Salaried compensation along with health and retirement benefits
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Supplemental pay types:
Weekly day range:
Work setting:
Experience:
- Customer relationship management: 5 years (Preferred)
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Ability to Commute:
- Saint Augustine, FL 32086 (Required)
Ability to Relocate:
- Saint Augustine, FL 32086: Relocate before starting work (Required)
Work Location: In person